Comola document management how to keep review action of all reviewers when editing page event

sao bien

Hi all, 

Now I have a workflow for review approval with some reviewers Person A, person A... Now current logic as follow

1. Person A reviewed with green tick 

2. Owner edit page, then automatically remove review action of person A, it requires reapprove of person A.

I would like to keep review action of person A, then person A can continue approve without reapproving of person A. Which solution for this case?

Thanks so much.

Humashankar VJ

Hi @sao bien 

To ensure that review actions are retained even after edits, consider customizing your workflow configuration within Comala Document Management. Utilize the Workflow Builder to modify your existing workflow or create a new one that accommodates review actions persistence.

This may involve adjusting transitions and states to prevent automatic removal of review actions when edits are made. Ensure that your workflow allows for continued approval without resetting the review status.

Moreover, implement workflow states that differentiate between minor edits and major changes. For instance, you can configure the workflow to retain existing approvals for minor edits, while resetting review actions for major changes. This can be achieved by setting conditions in your workflow that assess the type of edit being made and determine whether to retain or reset review actions accordingly.

Sample yaml:

state Draft when created
state Reviewing when user is reviewer and state is Draft
state Approved when user is reviewer and state is Reviewing and page is approved
state PendingReapproval when page is edited and major change detected

action approve when state is Reviewing
action reject when state is Reviewing
action edit when state is Approved

transition Reviewing to Approved on approval
transition Reviewing to PendingReapproval on major edit
transition PendingReapproval to Reviewing on reapproval

 

Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards